RKL Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $943K | Sell |
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|
2022
Q4 | $985K | Sell |
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|
2022
Q3 | $937K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $890K | Sell |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $955K | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $922K | Sell |
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|
2020
Q2 | $863K | Buy |
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|
2020
Q1 | $749K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.43M | Sell |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $1.54M | Sell |
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|
2018
Q2 | $1.56M | Sell |
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|
2018
Q1 | $1.71M | Sell |
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|
2017
Q4 | $1.89M | Sell |
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|
2017
Q3 | $1.84M | Sell |
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|
2017
Q2 | $1.97M | Sell |
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|
2017
Q1 | $2.15M | Sell |
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|
2016
Q4 | $2.17M | Buy |
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|
2016
Q3 | $1.44M | Buy |
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|
2016
Q2 | $1.39M | Buy |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $980 | Sell |
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|
2015
Q3 | $1M | Buy |
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|
2015
Q2 | $1.06M | Buy |
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|
2015
Q1 | $986K | Buy |
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|
2014
Q4 | $783K | Buy |
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|
2014
Q3 | $280K | Buy |
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